See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,061 | $127,386-71.7% | $115,037-68.7% | $125,391-71.2% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -3.33% | 31.28%-34.6pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $64 | $5,166-98.8% | $4,608-98.6% | $4,866-98.7% |
| Participant deferral / active EE | $2,362 | $6,423-63.2% | $6,026-60.8% | $5,352-55.9% |
| Admin fee / account holder | $102 | $9,516-98.9% | $8,175-98.8% | $9,540-98.9% |